Orange Investment Advisors, Inc.

RIASEC RegisteredEst. 1995

Total AUM

$1.7B

Discretionary

$1.5B

88% of AUM

Avg account

$766K

Accounts

2,179

Employees

Advisory reps

Firm details

Headquarters: Goshen, New York
CRD number: 107387
Registered since: April 7, 1995
Website: www.hviaonline.com
Custodians: PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI58.32%
Individuals17.72%
Corporations / Businesses10.83%
Charitable Organizations7.27%
Investment Companies3.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Orange Investment Advisors, Inc. is a corporation operating as an institutional registered investment adviser since 1995. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that hires third-party managers. Its advisory services include financial planning and portfolio management across individuals/small businesses, investment companies, and institutional clients, along with pension consulting support and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and lists relationships with banking or trust institutions among its industry affiliations.